Sales Intelligence for Microsoft Dynamics helps you find more leads, win more deals, grow your business and retain your accounts. It infuses Dynamics with essential company and contact data, business insights, selling triggers, referral networks, and social media feeds.
You must have admin privileges in Microsoft Dynamics.
Sales Intelligence is only available for Dynamics Unified Client Interface (UCI.)
Install the Sales Intelligence App Package for Microsoft Dynamics
- Installing Sales Intelligence via Microsoft AppSource Marketplace
- Make Demandbase Sales Intelligence Available for Users in Microsoft Dynamics
Configure Sales Intelligence in Microsoft Dynamics
- Defining Lead Source for Leads in Microsoft Dynamics CRM
- (Optional) Add Demandbase Sales Intelligence iFrame in Microsoft Dynamics
- (Optional) Configuring Sales Intelligence Components in the UCI Sitemap
Access Sales Intelligence in Microsoft Dynamics
Access Sales Intelligence iFrame in Microsoft Dynamics CRM